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Benefits for advisors

Outclass your competition

StradPro 2.0 puts powerful insight at your fingertips. It’s an innovative approach built on a rich tradition, one that fosters better decisions, lasting relationships, and enhanced outcomes for advisors and their clients. Watch how Strad 2.0 can transform your practice and unlock potential for your clients.

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For the first time, everything a professional advisor needs to know about a client can be accessed in one place. StradPro 2.0 consolidates all relevant information—their financial, legal, business, and domestic affairs—in a secure online vault. A shared dashboard confidentially connects clients and all their trusted advisors, creating an online Family Office that leverages expertise across many disciplines.

When a client faces one of life’s “what if” situations, you’ll be able to better assess it from every angle in association with their other trusted advisors. Does a decision have tax implications? Find out with an email to your client’s CPA. What about its estate planning consequences? Schedule a phone call or video chat with their appropriate attorney.

Designed by Advisors, for Advisors

  • Financial Advisors
  • Attorneys
  • Insurance Advisors
  • Real Estate Advisors
  • Tax Advisors

Connect with us

StradPro is provided through
AllBackoffice Consulting, LLC

AllBackoffice Consulting, LLC
112 W. Eden Street
Edenton, NC 27932
919-741-6104advisors@demosite12.famousclients.com
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Dow Software, LLC
8205 Nature’s Way, Suite 219
Lakewood Ranch, FL 34202 USA
info@dowsoftware.com
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